See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,441 | $90,600-80.7% | $79,464-78.1% | $135,375-87.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.65% | 977.43%-982.1pp | 718.14%-722.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,015 | $3,068-66.9% | $2,800-63.8% | $4,779-78.8% |
| Participant deferral / active EE | $1,738 | $4,050-57.1% | $3,704-53.1% | $5,609-69.0% |
| Admin fee / account holder | $32 | $5,907-99.5% | $5,113-99.4% | $10,827-99.7% |